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Alliance Wealth Management Group: LQD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alliance Wealth Management Group on LQD, newest first. How the timeline and the estimate are built.

Alliance Wealth Management Group held 214,856 LQD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 214,856 shares
    Change vs previous 13F +28,610 shares

    4.56% of the 13F portfolio, value $23,433,608.

    13F-HR 0001623707-26-000005 filed by Alliance Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 186,246 shares
    Change vs previous 13F +29,644 shares

    4.44% of the 13F portfolio, value $20,299,101.

    13F-HR 0001623707-26-000003 filed by Alliance Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 156,602 shares
    Change vs previous 13F +85,429 shares

    3.79% of the 13F portfolio, value $17,256,002.

    13F-HR 0001623707-26-000002 filed by Alliance Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 71,173 shares
    Change vs previous 13F +12,556 shares

    1.76% of the 13F portfolio, value $7,933,659.

    13F-HR 0001623707-25-000007 filed by Alliance Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 58,617 shares
    Change vs previous 13F +2,168 shares

    1.64% of the 13F portfolio, value $6,424,891.

    13F-HR 0001623707-25-000005 filed by Alliance Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 56,449 shares
    Change vs previous 13F +8,388 shares

    1.65% of the 13F portfolio, value $6,135,495.

    13F-HR 0001623707-25-000003 filed by Alliance Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 48,061 shares
    Change vs previous 13F +16,996 shares

    1.37% of the 13F portfolio, value $5,134,837.

    13F-HR 0001623707-25-000002 filed by Alliance Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 31,065 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $3,509,761.

    13F-HR 0001623707-24-000002 filed by Alliance Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).